Sageworth Trust’s Hancock Whitney HWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-90
| Closed | -$3.28K | – | 240 |
|
|
2023
Q1 | $3.28K | Hold |
90
| – | – | ﹤0.01% | 415 |
|
|
2022
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 275 |
|
|
2022
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 261 |
|
|
2022
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 294 |
|
|
2022
Q1 | $5K | Hold |
90
| – | – | ﹤0.01% | 244 |
|
|
2021
Q4 | $5K | Sell |
90
-300
| -77% | -$16.7K | ﹤0.01% | 392 |
|
|
2021
Q3 | $18K | Hold |
390
| – | – | ﹤0.01% | 388 |
|
|
2021
Q2 | $17K | Buy |
+390
| New | +$17K | ﹤0.01% | 437 |
|